ORI

Oak Ridge Investments Portfolio holdings

AUM $1.39B
1-Year Est. Return 33.33%
This Quarter Est. Return
1 Year Est. Return
+33.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.8M
3
+$12.2M
4
RPD icon
Rapid7
RPD
+$11.1M
5
CSCO icon
Cisco
CSCO
+$10.3M

Top Sells

1
+$17.6M
2
+$11.5M
3
+$11.4M
4
EPAM icon
EPAM Systems
EPAM
+$10.1M
5
POOL icon
Pool Corp
POOL
+$9.91M

Sector Composition

1 Technology 26.67%
2 Healthcare 18.12%
3 Consumer Discretionary 14.18%
4 Industrials 13.54%
5 Financials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.59M 0.55%
313,747
+3,749
77
$8.53M 0.54%
180,042
-8,574
78
$8.49M 0.54%
117,237
-1,674
79
$8.49M 0.54%
81,751
-1,663
80
$7.99M 0.51%
22,409
-359
81
$7.37M 0.47%
381,196
+16,687
82
$7.35M 0.47%
90,953
-5,137
83
$7.22M 0.46%
125,022
+6,519
84
$7.14M 0.45%
72,372
-5,105
85
$7.07M 0.45%
263,789
+2,755
86
$6.94M 0.44%
61,362
-1,170
87
$6.87M 0.44%
180,620
-8,663
88
$6.79M 0.43%
118,892
+1,050
89
$6.79M 0.43%
225,860
+4,200
90
$6.41M 0.41%
+80,226
91
$6.28M 0.4%
305,675
-31,315
92
$6.11M 0.39%
332,868
-2,115
93
$5.96M 0.38%
263,596
-17,523
94
$5.76M 0.37%
115,087
-9,538
95
$5.22M 0.33%
148,974
+2,235
96
$5.09M 0.32%
289,705
+20,509
97
$4.96M 0.32%
41,649
-4,203
98
$4.74M 0.3%
596,308
+20,324
99
$4.66M 0.3%
48,929
-344
100
$4.64M 0.3%
2,184
+114
2 3
4
5 6